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California Water Service

277 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $455K | Put options by funds: $409K

0.72% more ownership

Funds ownership: 83.97%84.69% (+0.72%)

1% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 98

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 284277 (-7)

10% less capital invested

Capital invested by funds: $2.51B → $2.27B (-$243M)

Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
97
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
176
Mitchell McLeod Pugh & Williams
Alabama
$279K
AIP
177
Ameritas Investment Partners
Nebraska
$278K
VPIM
178
Vanguard Personalized Indexing Management
California
$277K -$12.8K -273 -4%
KWA
179
Kingswood Wealth Advisors
California
$275K -$46.9K -1,000 -14%
CA
180
Cetera Advisors
Colorado
$272K +$274K +5,853 New
Lido Advisors
181
Lido Advisors
California
$260K -$78.8K -1,682 -23%
AWS
182
Atria Wealth Solutions
New York
$259K -$189K -4,028 -42%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$244K -$50.5K -1,078 -17%
DTL
184
Dynamic Technology Lab
Singapore
$240K +$242K +5,173 New
EI
185
Ethic Inc
New York
$239K -$171K -3,658 -42%
CGH
186
Crossmark Global Holdings
Texas
$235K +$13.4K +286 +6%
WSC
187
Wellington Shields & Co
New York
$232K
MWM
188
Mission Wealth Management
California
$231K
KC
189
Kepos Capital
New York
$224K -$6.33K -135 -3%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$215K
AI
191
Atom Investors
Texas
$212K +$21.9K +467 +11%
PF
192
Phoenix Financial
Israel
$203K +$206K +4,385 New
AWP
193
Abacus Wealth Partners
California
$203K +$204K +4,359 New
CFM
194
Catalyst Funds Management
Australia
$202K +$203K +4,340 New
HI
195
Humankind Investments
New York
$200K +$202K +4,312 New
BA
196
Bridgewater Associates
Connecticut
$200K -$534K -11,390 -73%
SO
197
STRS Ohio
Ohio
$199K -$614K -13,100 -75%
SPIA
198
Steward Partners Investment Advisory
New York
$194K +$516 +11 +0.3%
BC
199
Broadwater Capital
Massachusetts
$169K
TRCT
200
Tower Research Capital (TRC)
New York
$146K -$1.27M -27,008 -90%